March’s ~$300M inflow into S-REITs despite a ~7% sector decline signals conviction, not noise. Names like CapLand Ascendas REIT and Keppel DC REIT are attracting dip buyers betting on a rate peak + yield compression reversal.
But here is the nuance:
Retail is buying yield stability, not aggressive growth. That means downside is cushioned—but upside depends heavily on rate cuts actually materialising.
Watch 2 things:
US rate path clarity (June–Sept window)
Distribution sustainability (DPU trends)
If yields hold and rates ease → slow grind higher.
If inflation surprises → this becomes a value trap.
Smart play: Accumulate selectively, not blindly follow the crowd.
I am not a financial advisor. Trade wisely!
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